Every 12 months, the TeamNest portal opens a new Leave Calendar for a domain. This is generally in the month of January but can easily be defined by a client on the Leave Policy Page. When a new Leave Calendar is opened, the portal automatically transfers the balances from the previous year based on the setup by the client i.e., Lapse, Carry-over, etc.
After a new year is opened, the employees have a 30-day window to apply for leaves in the last month of the previous year. So, for e.g. For a Calendar year from Jan to Dec, employees can apply for back-dated leaves of Dec in Jan. In such cases, the closing of the previous year will change, but this will not reflect in the opening of the new year. This document explains how to bring the Opening of the new year into sync with the Closing of the previous year.
- Click Admin Section >> Reports >> Leaves >> Leave Request by Applied Date
- After clicking on Employees, Admin Section >> Reports >> Leaves >> Leave Request by Applied Date, select all, and select the first month of the current Leave Calendar for e.g., 1-Jan to 31-Jan. Click on Fetch Report.
- A. Here you get details of the number of Leaves Applied in the month of January for the month of December of the previous Leave Calendar year.
B. The same number of leaves can be deducted from the Current Leave Calendar’s Opening Balance. - Go to Utilities >> Leave Balance>> click on the pen icon to edit Leave Balances for a particular employee.
- In the "Opening" field please update the Opening Balance after deducting the number of Leaves applied in the current year's month of January for the month of December of the previous year.
- Finally, click on Submit.
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